Position in BP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$493,430
-$137,827 QoQ
Shares Held
13,354
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#508
of 1,162 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Balboa Wealth Partners holds $2,919,057 across 3 Oil & Gas Integrated names. BP ranks #3 (16.9% of the industry book) .
All Filings in BP
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $493,430 | 13,354 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $631,257 | 13,431 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $466,458 | 13,431 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $462,832 | 13,431 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $446,735 | 14,926 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $621,938 | 18,406 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $573,493 | 19,401 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $642,929 | 20,482 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $750,230 | 20,782 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $800,134 | 21,235 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $760,144 | 21,473 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $888,004 | 22,934 | Shares | Defined | 2023-10-23 | |
| 2023-06-30 | $856,241 | 24,263 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $969,404 | 25,551 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $991,103 | 28,374 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $816,844 | 28,611 | Shares | Sole | 2023-01-04 | |
| No filing history on record for this holder in this stock. | ||||||